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Set Download Privileges and Access to Case Materials

Unit Administrators, Case Managers, and Committee Managers can set who can access case materials and whether or not materials can be downloaded (providing that file downloads are enabled for an institution). Access can be granted to Administrators Only, Administrators & Committee Managers, or Administrators & Entire Committee. Follow the directions below to edit or set the access settings and download privileges of case materials in Interfolio Review, Promotion, & Tenure. (RPT).

 

Set Privileges and Access

1. Navigate to Name of desired case under Cases 

Navigation: Cases > Name of Case

  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
     Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the desired case.
 
 

2. Update settings.

  1. Select all the desired file title to be edited by clicking the checkboxes to the left of the file names.
  2. Click Settings from the blue action bar at the top of the list.
    Settings dropdown selected
  3. From this dropdown menu select desired action; turn downloads on or off or set the access level of selected materials.
  4. Click Edit adjacent to the desired file under Actions.
  5. Select Edit Settings.
  6. Set the Access Level from the dropdown menu.
  7. Click Update when finished.